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Sergio V
Series 66
Santa Barbara, CA
UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner
Sergio Villa is a financial advisor with United Planners Financial Services of America, holding a Series 66 credential and bringing 21 years of industry experience. He has worked at United Planners since 2016 and has prior experience with Cetera Investment Services and Morgan Stanley. Outside of finance, Villa serves as an adjunct professor in Santa Barbara and holds board roles with the Santa Barbara Children’s Museum (MOXI) and Child Evangelism Fellowship. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base including individuals, retirement plans, corporations, and institutional clients. The firm operates with approximately 362 advisors and manages about $12.77 billion in assets, with a notable emphasis on non-discretionary accounts managed on a client-directed basis.
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